Born from Doing the Work Ourselves
Amalgam was originally built by us when we were running our old accounting firm. It worked so well that we started selling it to our competitors. Since the beginning we've grown based on feedback from the people doing the work.
The tools we use have changed a lot since we first started, but the mission is the same: connecting the tools we rely on to the systems where the data lives.
How Amalgam Grew
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2018
Version One
Amalgam started life as a VBA macro with a big gray button that downloaded P&Ls from QuickBooks Online to update financial models automatically. It looked terrible, but saved hours of updates each month.
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2019
Uploaders and Google Sheets
We built our first uploader, an ugly red template that pushed journal entries from excel into QuickBooks Online. This stayed a VBA macro until our first Google Sheets plugin. Uploads were done with pop-up menus.
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2020
The Excel Plugin
The Excel plugin, and the ability to handle unlimited uploads/downloads at once didn't come along until 2020. Before then, the tool worked only in special excel workbooks shared via email.
We also first built integrations beyond QuickBooks, starting with Xero, Stripe, and Shopify. The concept of a hub connecting every client system started to come together.
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2022
No Longer an Internal Tool
Amalgam spun off as its own business as demand from other accounting firms picked up. Two-way sync arrived that year: download records, edit them and push the changes back.
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2024
Enterprise Ready
After working mostly with small firms we began to see more demand from top firms (and the additional complexity that came with it). We added connections to ERPs like NetSuite and Sage Intacct, as well as performing our first SOC 2 audit.
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2026
Put to Work for AI
Amalgam's connectivity works just as well in AI tools as it does with Spreadsheets. Amalgam launched direct support for AI tools like Claude, which unlocked a totally new use case and even more automation options.
User feedback leads to even more rapid growth in our integrated systems: Brex, Ramp, Rippling, PayPal, Rillet, Dynamics, Acumatica, Meta Ads and TikTok Ads joined the same year.
Be a Part of Our Next Chapter
We've grown due to feedback and collaboration from users like you. Let's get on a call to discuss what your team needs, so we can design your ultimate automation approach.